Campaign approvals and onboarding requests

Ideal for agencies, campaign approvals and onboarding requests simplify client interactions. Campaign approvals send summaries to third parties for approval before campaigns are published. Onboarding requests make it easy for clients to provide access to their ad accounts, Pages, and CRMs without having to share passwords.

Click Collaboration on the main navigation bar to access these tools. There are three sections within Collaboration for managing campaign approvals and onboarding requests.

Collaboration Hub
Campaign approvals
Onboarding requests

Collaboration Hub

Click the Collaboration Hub tab to view at a glance the status and number of campaign approvals and onboarding requests you’ve sent. Note that parent account users cannot see requests made by sub-users, or vice-versa.

Manage these in more detail in the Campaign Approvals and Onboarding Requests tabs.

Collaboration_hub.png

Campaign approvals

Send any campaign to a third party for approval before publishing it. On the final Publish step (5) of campaign creation, campaigns can be published immediately, or sent for approval first.

Send approval requests by email, or with a direct link. Recipients will receive an email from AdEspresso titled "Campaign Approval Request". It will include your name, and a summary of the campaign to review. This includes the budget, scheduling, targeting, and ad previews for each adset in the campaign.

While these can be sent to more than one recipient, only one person can approve the campaign. Once a campaign is approved, the link will no longer be valid for any other recipients to view the campaign summary.

To send a campaign approval request

  1. On the Publish step (5) of campaign creation, click Request Approval.
  2. Click Proceed to Request Approval.
  3. Edit the message that will be sent with the approval request, and then click Save your Request.
  4. Enter the recipient's email address, and then click Send Email. Or click Copy link, to share the request link another way.

Note: Once a campaign is sent for approval, it can no longer be edited.

To approve or reject a campaign

Approval requests must be opened and viewed on a desktop computer. They are not supported on mobile.

  1. Click Review Campaign Now in the approval request email, or the direct link.
  2. Enter your name and email address, and then click Review Campaign.
  3. Review the campaign summary, including budget, scheduling, targeting, and ad previews for each adset in the campaign.
  4. Click Approve and Publish. The campaign will be sent to Facebook immediately for review and publishing.
    OR
    Click Reject, enter a comment to the requester explaining the reason for rejection, and then click Reject campaign.

The requester will receive an email confirming that the approval request is complete, and whether the campaign is approved and published, or rejected. The status of the campaign will also update in the Collaboration Hub.

Managing approval requests

Click the Campaign Approvals tab to view your approval request details. Approval requests can have a status of pending, approved, or rejected. You can also view when a request was last updated, and which email addresses have been sent pending requests, or have rejected requests.

Click Actions Actions.png on any pending campaign to:

  • Resend the approval email
  • Get the approval link
  • Override the approval request and publish the campaign
  • Delete the request

Rejected campaigns are saved as drafts so you can edit and send them again for approval. Click Show message on a rejected campaign to see the note from the approver. Then click the campaign name to open the campaign in edit mode.
Resending a rejected campaign for approval creates a second approval request. The original rejected request will remain in your approvals list.

Onboarding requests

Send onboarding requests by email, or with a direct link, to clients for whom you will be managing advertising in AdEspresso. Recipients will receive an email from AdEspresso titled "Onboarding Request". It will include your name, and a link that will walk them through connecting their advertising assets. Without needing to share passwords, they can easily grant you access to their Facebook ad accounts and Pages.

To request access via an onboarding request, your Facebook user must be an Admin of a Facebook Business Manager account. The client's assets must also be managed in Business Manager. They will be adding their accounts to your Business Manager, and you will get advertising permissions to their ad accounts and Pages.

As an optional step, clients can grant access to one or more CRMs to use with the data sync tool for creating custom audiences from their databases. The following platforms can be connected via onboarding requests: MailChimp, SalesForce, Google Sheets, HubSpot, Google AdWords, and ActiveCampaign.

While onboarding requests can be sent to more than one recipient, only one person can complete the request. Once a request is completed, the link will no longer be valid for other recipients to use.

To send an onboarding request

  1. From the Collaboration Hub or Onboarding Requests tabs, click Request onboarding.
  2. Edit the message that will be sent with the onboarding request.
  3. Select the Facebook user that will have access to manage the client’s accounts through their Business Manager.
  4. Select the Business Manager that the client’s accounts will be connected to.
  5. Optional: Check the box next to Request access to external services if you need access to the client’s CRM(s) for use with Data Sync.
  6. Click Save your request.
  7. Enter the recipient's email address, and then click Send Email. Or click Copy link, to share the request link another way.

To complete an onboarding request

Onboarding requests must be opened and viewed on a desktop computer. They are not supported on mobile.

  1. Click Grant Permission Now in the request email, or the direct link.
  2. Enter your name and email address, and then click View request.
  3. Click Add to connect to Facebook, enter the Facebook credentials of the user with access to the ad account and Pages you are giving access to, and then click Log In.
  4. Click each field, select the ad accounts and Pages you will grant access to, and then click Connect Assets.
  5. Click Next Step. If the requester needs access to one or more CRM accounts, complete steps 6 - 10 to connect them.
  6. Click Add next to the CRM, and then click Proceed.
  7. Sign into your CRM account and authorize the data sync connection.
    Connecting ActiveCampaign requires an API URL and Key from your ActiveCampaign account. More details
  8. Click Close.
  9. Repeat steps 6-8 as necessary to connect multiple platforms, or multiple accounts of the same platform.
  10. Click Next Step.

The requester will receive an email confirming that the onboarding request is complete. The status of the request will also update in the Collaboration Hub. The client’s ad accounts and Facebook Pages will now appear as options to select during campaign creation. You’ll find the client’s CRMs listed under Settings > Data Sync Accounts. Accounts connected via onboarding requests will say No under Managed, and those connected by the AdEspresso account owner will say Yes.

Managing onboarding requests

Click the Onboarding Requests tab to view your onboarding request details. View the recipient, status of connected or pending, request date, and which accounts were successfully connected. If one of the network accounts displays a red dot, click the icon to view the error.

Connected_accounts.png

Click Actions Actions.png on any pending request to:

  • Resend the onboarding email
  • Copy the onboarding link to your clipboard
  • Delete the request
Have more questions? Submit a request

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